TFO Wealth Partners’s Albemarle ALB Stock Holding History

TFO Wealth Partners’s Portfolio ALB Stock Details ALB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1	Closed	-$132	–	82
2024 Q1	$132	Sell	1 -1	-50%	-$123	﹤0.01%	588
2023 Q4	$288	Hold	2	–	–	﹤0.01%	531
2023 Q3	$446	Buy	2 +1	+100%	+$199	﹤0.01%	492
2023 Q2	$223	Hold	1	–	–	﹤0.01%	478
2023 Q1	$221	Sell	1 -9	-90%	-$2.22K	﹤0.01%	448
2022 Q4	$986	Buy	+10	New	+$2.67K	﹤0.01%	372
2021 Q4	–	Sell	-103	Closed	-$23K	–	135
2021 Q3	$23K	Buy	+103	New	+$22K	﹤0.01%	74

Other funds holding ALB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TFO Wealth Partners's ALB Position: Q2 2024 in Review

TFO Wealth Partners sold out of Albemarle (ALB) in Q2 2024, closing a stake of 1 share — an estimated $132 sold.

TFO Wealth Partners first reported a position in ALB in Q3 2021 and held it in 7 quarters. The position peaked at $23K in Q3 2021. 843 funds tracked by Wall St. Rank hold ALB as of Q2 2024.

TFO Wealth Partners reported no remaining Albemarle position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 1 Albemarle share in Q2 2024, an estimated $132.
TFO Wealth Partners first reported a position in Albemarle in Q3 2021 and held it in 7 quarters.
TFO Wealth Partners's Albemarle position peaked at $23K in Q3 2021.
843 funds tracked by Wall St. Rank held Albemarle as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.